-95.9%
FCUV vs TRMB
+98.5%
-194.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -2.3% | -4.7% | -6.8% |
| 7D | -63.8% | -2.9% | -60.9% | -63.6% |
| 30D | -14.7% | -1.8% | -12.9% | -14.3% |
| 3M | +65.3% | +8.4% | +56.9% | +63.4% |
| 6M | -68.5% | -18.5% | -50.0% | -67.6% |
| YTD | -83.0% | -26.7% | -56.3% | -82.4% |
| 1Y | -94.4% | -28.3% | -66.1% | -94.2% |
| 3Y | -99.3% | +12.6% | -111.9% | -99.3% |
| 5Y | -99.9% | -38.7% | -61.2% | -99.9% |
| 10Y | -98.6% | +120.8% | -219.4% | -98.4% |
| All | -95.9% | +98.5% | -194.4% | -94.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling